McKinney Capital Management’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

McKinney Capital Management’s Portfolio SMLV Stock Details SMLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10M	Buy	+63,794	New	+$9.42M	3.96%	5

Other funds holding SMLV

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

McKinney Capital Management's SMLV Position: Q2 2026 in Review

McKinney Capital Management opened a new position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2026: 63,794 shares worth $10M. The stake represents 3.96% of the portfolio and ranks #5 among its holdings.

71 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

McKinney Capital Management held 63,794 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $10M as of Q2 2026.
State Street SPDR US Small Cap Low Volatility Index ETF was a new McKinney Capital Management position in Q2 2026.
State Street SPDR US Small Cap Low Volatility Index ETF made up 3.96% of McKinney Capital Management's portfolio in Q2 2026, its #5 holding.
71 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on McKinney Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.